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Everhart Financial Group, Inc.

All holdings · as of Dec 31, 2025

417 positions

CompanyClassValueShares% of portfolio
VERTEX PHARMACEUTICALS INC / MA—$1.02M2,2510.1%
CITIZENS FINANCIAL GROUP INC/RI—$1.01M17,3290.1%
Alnylam Pharmaceuticals Inc—$1.01M2,5410.1%
HUBBELL INC—$1.01M2,2710.1%
HONEYWELL INTERNATIONAL INC—$998.9K5,1200.1%
Simon Property Group Inc—$989.0K5,3430.1%
Parker-Hannifin Corp—$988.8K1,1250.1%
General Motors Co—$988.2K12,1520.1%
LOWES COMPANIES INC—$977.9K4,0550.1%
CNO Financial Group Inc—$969.5K22,8270.1%
DELTA AIR LINES, INC.—$959.9K13,8310.1%
BRISTOL MYERS SQUIBB CO—$958.9K17,7770.1%
VANGUARD SCOTTSDALE FDS—$946.1K3,1500.1%
QUALCOMM INC/DE—$934.4K5,4630.1%
Walt Disney Co—$927.7K8,1540.1%
ADOBE INC.—$923.3K2,6380.1%
TAKE TWO INTERACTIVE SOFTWARE INC—$922.5K3,6030.1%
DIMENSIONAL ETF TRUST—$914.4K12,3280.1%
Rush Enterprises Inc—$912.2K16,2140.1%
ECOLAB INC.—$912.0K3,4740.1%
TransDigm Group Inc.—$910.9K6850.1%
HANOVER INSURANCE GROUP, INC.—$904.5K4,9490.1%
PROGRESSIVE CORP/OH—$901.8K3,9600.1%
CME Group Inc—$884.5K3,2390.1%
Marathon Petroleum Corp—$880.5K5,4140.1%
ROSS STORES, INC.—$876.0K4,8630.1%
SCHWAB STRATEGIC TR—$863.9K19,1090.1%
Chubb Ltd—$856.1K2,7430.1%
LOCKHEED MARTIN CORP—$851.7K1,7610.1%
AMERICAN ELECTRIC POWER CO INC—$846.6K7,3420.1%
NORFOLK SOUTHERN CORP—$843.4K2,9210.1%
SCHWAB STRATEGIC TR—$840.3K25,6570.1%
VANGUARD WORLD FD—$838.2K1,1120.1%
iShares MSCI UAE ETF—$835.0K7,8250.1%
PULTEGROUP INC/MI—$832.2K7,0970.1%
HEICO CORP—$830.2K3,2890.1%
IDACORP Inc—$826.8K6,5330.1%
STAG Industrial, Inc.—$825.4K22,4550.1%
Cboe Global Markets Inc—$824.3K3,2840.1%
Autodesk, Inc.—$813.1K2,7470.1%
ISHARES TR—$813.0K6,5960.1%
OGE Energy Corp—$801.5K18,7710.1%
CARDINAL HEALTH INC—$798.2K3,8840.1%
Trade Desk, Inc.—$790.3K20,8180.1%
LifeStance Health Group, Inc.LFSTCommon Stock$786.7K111,7510.1%
iShares MSCI UAE ETF—$784.0K8,3270.1%
AUTOMATIC DATA PROCESSING INC—$783.4K3,0450.1%
3M CO—$780.0K4,8720.1%
Carlyle Group Inc.—$771.4K13,0510.1%
ARCH CAPITAL GROUP LTD.—$763.1K7,9560.1%
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